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Find Retirement Advisors for Retirement Planning in Georgia
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Georgia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Georgia
Last Updated - April 24, 2025Georgia has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 311 non-vetted advisors in your local area. These retirement advisors in Georgia have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Georgia
VERIFIEDTemp S Davis IV
CFS
Integrated Financial Partners
Qualifications
CRD# 4566515
Firm CRD# 168012
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDTim Eckel
ChFC®
Eckel Financial Network, LLC
Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDJaylon Ellison
CFP®, AIF®
4P Wealth Trust
Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDKevin Madigan
CFP®
Wela Strategies
Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Collopy
CFP®, CIMA®
Veracity Capital, LLC
Qualifications
CRD# 5782175
Firm CRD# 304272
Series 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDSam Evans
MBA, CFA®
Evans Wealth Management
Qualifications
CRD# 5715560
Firm CRD# 151640
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDW. Steve Marbert
CFP®
Richard Young Associates, Ltd.
Qualifications
CRD# 2590560
Firm CRD# 126124
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDHomrich Berg Wealth Management
Homrich Berg Wealth Management
Qualifications
Firm CRD# 316731
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309 | $746,325,416,693 | 38517 | 2895 | A percentage of AUM, Performance Based |
| 2 | 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303 | $61,369,856,545 | 124201 | 2105 | A percentage of AUM, Fixed fees |
| 3 | 1180 Peachtree Street, Ne, Suite 2300 Atlanta, GA, 30309 | $35,289,452,223 | 7542 | 44 | A percentage of AUM, Performance Based |
| 4 | 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349 | $33,827,869,628 | 39 | 879 | A percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.) |
| 5 | 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912 | $33,178,196,876 | 12286 | 28 | A percentage of AUM, Performance Based |
| 6 | 1180 Peachtree Street Ne, Suite 2500 Atlanta, GA, 30309-3521 | $31,927,560,154 | 14 | 123 | A percentage of AUM, Performance Based |
| 7 | 3550 Lenox Rd, Suite 2700 Atlanta, GA, 30326 | $18,591,404,091 | 19370 | 215 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 5600 Glenridge Drive Ne, Suite 230 - East Atlanta, GA, 30342 | $13,598,587,500 | 410 | 24 | A percentage of AUM, Fixed fees, Commission Based |
| 9 | 1230 Peachtree Street Ne, Suite 3800 Atlanta, GA, 30309 | $13,197,612,044 | 630 | 17 | A percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES) |
| 10 | 2400 Lakeview Parkway, Suite 550 Alpharetta, GA, 30009 | $10,576,048,244 | 31882 | 279 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
| 11 | 3344 Peachtree Road, Suite 1725 Atlanta, GA, 30326 | $10,374,449,774 | 49 | 78 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | 1125 Sanctuary Pkwy, Suite 515 Alpharetta, GA, 30009 | $8,989,806,701 | 938 | 21 | A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE) |
| 13 | 1 Primerica Parkway, Duluth, GA, 30099-0001 | $8,461,983,895 | 59808 | 3590 | A percentage of AUM |
| 14 | 600 Galleria Parkway, Se, Suite 1650 Atlanta, GA, 30339 | $7,729,583,314 | 4070 | 53 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 1230 Peachtree Street, Ne, Suite 1800 Atlanta, GA, 30309 | $7,245,750,124 | 9871 | 108 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Georgia
QualificationsFirm CRD# 105360
Assets Under Management $746,325,416,693
No. Of Clients38517
Clients Per Financial Advisor13
INVESCO ADVISERS, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $746B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38517 clients. The team consists of 2895 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS)
QualificationsFirm CRD# 283390
Assets Under Management $61,369,856,545
No. Of Clients124201
Clients Per Financial Advisor59
TRUIST ADVISORY SERVICES, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $61B assets under management, the firm specializes in crafting personalized retirement planning solutions for 124201 clients. The team consists of 2105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE)
QualificationsFirm CRD# 107926
Assets Under Management $35,289,452,223
No. Of Clients7542
Clients Per Financial Advisor171
EARNEST PARTNERS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7542 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108934
Assets Under Management $33,827,869,628
No. Of Clients39
Clients Per Financial Advisor0
VOYA INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 879 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 116719
Assets Under Management $33,178,196,876
No. Of Clients12286
Clients Per Financial Advisor439
ATLANTA CAPITAL is a financial advisory firm situated in Atlanta, Georgia. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12286 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 160368
Assets Under Management $31,927,560,154
No. Of Clients14
Clients Per Financial Advisor0
ROARK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 123 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 316731
Assets Under Management $18,591,404,091
No. Of Clients19370
Clients Per Financial Advisor90
HOMRICH BERG is a financial advisory firm situated in Atlanta, Georgia. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19370 clients. The team consists of 215 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (BILL PAY SERVICES)
QualificationsFirm CRD# 288169
Assets Under Management $13,598,587,500
No. Of Clients410
Clients Per Financial Advisor17
ATLANTA CONSULTING GROUP ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 410 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 126246
Assets Under Management $13,197,612,044
No. Of Clients630
Clients Per Financial Advisor37
IRA GROUP, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 630 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PROJECT FLAT FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 142457
Assets Under Management $10,576,048,244
No. Of Clients31882
Clients Per Financial Advisor114
MERIT FINANCIAL ADVISORS is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31882 clients. The team consists of 279 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 151090
Assets Under Management $10,374,449,774
No. Of Clients49
Clients Per Financial Advisor1
ANGEL OAK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 78 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 286622
Assets Under Management $8,989,806,701
No. Of Clients938
Clients Per Financial Advisor45
VIDENT ASSET MANAGEMENT is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 938 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (QUARTERLY ASSET-BASED LICENSING FEE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 10111
Assets Under Management $8,461,983,895
No. Of Clients59808
Clients Per Financial Advisor17
PRIMERICA ADVISORS is a financial advisory firm situated in Duluth, Georgia. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59808 clients. The team consists of 3590 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 110271
Assets Under Management $7,729,583,314
No. Of Clients4070
Clients Per Financial Advisor77
CRAWFORD INVESTMENT COUNSEL INC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4070 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 112758
Assets Under Management $7,245,750,124
No. Of Clients9871
Clients Per Financial Advisor91
SIGNATUREFD, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9871 clients. The team consists of 108 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Alpharetta, Georgia
- Retirement Planners in Atlanta, Georgia
- Retirement Planners in Augusta, Georgia
- Retirement Planners in Cumming, Georgia
- Retirement Planners in Duluth, Georgia
- Retirement Planners in Fayetteville, Georgia
- Retirement Planners in Savannah, Georgia
Looking for more choices? Use our free match service to compare retirement planners serving your area.